The uncertainty brought about by the new tariff policies of the United States on display application products such as televisions, personal computers, and smartphones, coupled with a decrease in panel orders from brand manufacturers and contract manufacturers, is prompting panel manufacturers to lower their capacity utilization rates. Omdia predicts that the utilization rate will drop below 80% in April 2025 and further decline to 76% in May 2025.
Since the fourth quarter of 2024, panel manufacturers have maintained a high capacity utilization rate of 81% -83%, partly due to China's "trade in" subsidy policy driving demand for LCD TV panels. Chinese TV manufacturers have accelerated production and shipment to the US market to reduce tariff risks, which has boosted demand in early 2025, especially for LCD TV panels of 75 inches and larger sizes.
However, concerns about the potential implementation of new tariffs by the United States starting from April, coupled with uncertainty in demand for display panels, have led personal computer and television manufacturers to reduce panel inventory purchases. Some manufacturers have even reduced their panel orders for the second quarter of 2025. According to Omdia's February 2025 forecast report, it was originally expected that the capacity utilization rate would remain at 82% in April and drop to 78% in May. But with some TFT LCD manufacturers in China planning to extend the May Day holiday, the utilization rate in May may further decline to around 75%.
Gestant Display Technology Co.,Ltd. could provide a series of LCD,OLED and PCBA products, such as AMOLED Screen, PMOLED Screen, Round Display Screen, Flexible Display Screen, TFT LCD, Mono-LCD and Bar Display Screen. Customize PCBA/LCD/OLED/FPC/Backlight/Coverlens/TP solutions.
Gestant Display Technology Co.,LTD was founded in 2012 in Shenzhen China. Even, the founder of the company, has more than 15 years of rich experience in LCD display industry. He has been engaging in the basic research of LCD display technology in Japan since his graduate school and has been working in the flat panel display industry after graduation.
Proficient in the manufacturing process and technology development of LCD / OLED / polarizer, Even was also one of the members of China liquid crystal Association who has a senior industry background and supply chain resources. In the past three years, he assisted his shareholders in building factories, purchasing equipment,establishing production lines, and successfully obtaining ISO9001 and ISO14001 system certificates.
He has established good business relations with major panel manufacturers in China (BOE /Tianma / IVO /EDO / Visionox), and the glass supply is stable and sufficient.
Gestant Display's products are widely used in Smart wear,Smart home,Outdoor photography,IP phones, Medical care, Industrial control equipment, Automotive and Vehicle displays, Instrumentation, and other Information terminal applications which could offer long-term after-sale services(such as 2 years quality warranty, long-term supply) .